Lead Financial Analyst at Peterson Holding Company — San Leandro, CA

It’s your time, make it matter.

At Peterson, we partner with our customers to build the future. For over 85 years, our peoples’ work has shaped the communities where we live, where we raise our families, and where we thrive. Peterson’s legacy permeates every aspect of our communities. From roads and bridges, back-up power at hospitals, fire-fighting, concerts and moving goods; we are everywhere you look. At Peterson, you don’t just have a career, you have a purpose.

Our family-oriented environment is built on safety, winning, growth, and professional achievement. Hiring and developing exceptional people is critical to our continued success. We have high standards for a good reason: our people represent Peterson, our family, our brand, and our values.

You have high expectations too. You are exceptionally motivated, have outstanding skills, and want your work to matter.  Peterson offers competitive wages, generous benefits, and promotional opportunities at a family-owned and operated business. It’s time to use your skills and passion to do work that matters!

Job Description

Peterson Can has a need for a Lead Financial Analyst to work onsite at our San Leandro, CA location.

SUMMARY

The Lead Financial Analyst serves as the most senior individual contributor within the financial planning & analysis (FP&A) function, responsible for delivering enterprise-wide financial analysis, planning, and strategic insight. This role bridges detailed financial analytics with broader organizational strategy, ensuring that financial performance, operational drivers, and corporate objectives are fully aligned.

ESSENTIAL JOB FUNCTIONS

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned.

• Lead forecasting, budgeting, and capital planning processes, ensuring assumptions are rigorous, aligned with strategy, and reflective of operational realities.
• Own enterprise-level financial visibility, consolidating performance across all business units and translating results into clear, executive-ready insights.
• Provide full profit and loss (P&L) and working capital oversight across all business units.
• Establish analytical standards and frameworks, including key performance indicator (KPI) design, financial modeling methodologies, and reporting consistency across the FP&A team.
• Design KPI frameworks and benchmark performance against industry standards.
• Advise executive leadership on strategic decisions including fleet mix, staffing, and investments.
• Lead capital planning processes, including evaluation of capex strategies.
• Ensure alignment of financial plans with operational realities and corporate objectives.
• Facilitate cross-functional alignment on financial targets and initiatives.
• Oversee enterprise financial systems and ensure data consistency across platforms.
• Automate and enhance financial reporting, planning, and analytical processes using advanced tools, including enterprise planning systems, Power BI, SQL, and data integration tools.
• Mentor and develop FP&A analysts, serving as a player-coach who elevates the team’s technical capabilities and analytical rigor.
• Drive strategic analysis and decision support, connecting financial outcomes to key operational drivers (inventory, rental, service, sales, parts) and recommending actions to improve performance.
• Act as a strategic partner to business unit and executive leadership, influencing planning decisions, performance management, and operational strategy.
• Maintain punctual, regular, and predictable attendance.

QUALIFICATIONS

Bachelor's Degree from a fully accredited college in Accounting, Business, Finance or other closely related field; and a minimum of seven (7) years of progressively advanced financial analysis experience; or an equivalent combination of education and work experience.

• Leadership and team development experience required.
• Financial analysis experience in an equipment dealership, distribution, or manufacturing environment is highly preferred.
• Experience in automating recurring reports and tasks using AI preferred.

CERTIFICATES, LICENSES, REGISTRATIONS

None required.

The pay range for this position is: $129,000.00 - $155,000.00 (Starting wage will depend on experience and education. We also offer a total compensation package in addition to base salary.)

#INDL

Peterson Holding Company is committed to equal employment opportunity and affirmative action. Minorities, females, veterans, and individuals with disabilities are encouraged to apply. A drug screen and background check is required.